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Home / Best Practice

Best Practice

Videos

Budget: Key changes for taxpayers and investors

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Budget: Key changes for taxpayers and investors

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Key compliance issues for FSPs in 2025/26

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Last call for accessible FAIS-aligned entry qualifications at MBSE

With applications closing on 15 June, MBSE’s FETC NQF 4 programmes offer a final chance to secure recognised FAIS credits before more restrictive replacements take effect.

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Budget 2026: why advisers should revisit every client plan

From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.

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MBSE hits the road: bringing F&I training directly to dealerships

MBSE visits automotive dealerships to equip F&I professionals with CPD, FICA, and POPIA training tailored for their workplace needs.

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Why King V matters for retirement fund boards

King V may be voluntary, but for retirement fund boards it has emerged as a critical standard for credible governance, fiduciary oversight and long-term value creation.

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Stretch your medical savings: smart strategies for the year ahead

This edition of Cover to Cover looks at how members can plan, track, and optimise their medical savings to reduce out-of-pocket costs and get the most from their benefits.

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Private higher education steps up as universities hit capacity limits

With public universities unable to meet demand, private institutions are becoming a vital part of South Africa’s higher-education solution, offering career-aligned, accredited pathways for thousands of students.

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A digitally enabled practice is key to broker success, says Santam

Technology adoption matters less than how well it is integrated into workflows, skills development, and client engagement in a complex insurance environment.

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Where theory meets practice: HCWM graduates turn learning into impact

Top achievers share how MBSE’s Higher Certificate in Wealth Management translates knowledge into real-world confidence.

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Global, ambitious, ready: how top achievers navigate MBSE’s PGDip

Top achievers from Moonstone’s Postgraduate Diploma in Financial Planning show how the programme builds professional judgement, technical depth, and career clarity.

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When a finance manager took on the PGDip – and conquered it

Mogesh Pillay proves MBSE’s Postgraduate Diploma in Financial Planning empowers professionals beyond advisory roles.

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MBSE opens 2026 qualification applications with early-access incentive

Prospective students can jump-start their 2026 studies with early course access and benefit from a 50% discount on MBSE’s full suite of COB modules until 31 December.

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ESC Micro-Credentials: build skills that matter in today’s workplace

ESC’s online Micro-Credentials give professionals hands-on skills in cybersecurity, AI, DEI, and more, helping them respond to real-world challenges.

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Hit the ground running in 2026: MBSE COB modules half price

Don’t wait for New Year’s resolutions – build or refresh your competence in financial services with MBSE’s nine COB modules.

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Planners as influencers: how to grow reach without losing trust

Marketing and reputation experts urge financial planners to build an authentic online presence to counter misinformation.

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Meet the people behind MBSE’s qualifications at the November Virtual Open Days

MBSE’s free Virtual Open Days from 11 to 13 November offer aspiring and established finance professionals a chance to explore accredited qualifications, engage with lecturers, and map out their next academic step.

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Nicola Langridge is the 2025 Financial Planner of the Year

Here are all the award-winners announced at the Financial Planning Institute’s gala dinner on Monday night.

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FSCA is aligning its work with COFI before the Bill becomes law

The new Integrated Regulatory System will deliver a single, unified view of entities and support an activity-based supervisory model aligned to COFI’s principles.

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Updated 2 March 2026

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Updated 2 March 2026

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Budget: Key changes for taxpayers and investors
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